Fenergo Client Lifecycle Management provides a truly streamlined, digital client orchestration solution to enable the delivery of a quick and efficient client onboarding process for both new and existing clients.

Fenergo CLM for SalesforceⓇ puts Relationship Managers in the driving seat of the client onboarding journey, providing them with insight into and oversight over the entire end-to-end client onboarding process.

Client Portal

Fenergo Client Self-Service Portal is a secure, cloud-based portal designed to digitalize, streamline and expedite Regulatory Client Outreach and Compliance.

Fenergo Self-Service Portal is a secure, cloud-based, multi-lingual portal designed to automate, streamline and expedite the Regulatory Client Outreach process, significantly reducing the effort and time lag involved in collecting data and documentation from clients.

Its user-friendly interface guides clients to submit data and documentation easily through a step-by-step form filling process, which ensures that every required field is successfully completed before the form can be submitted to the financial institution.

Fenergo Client Portal enables banks to:

Deliver a faster, more efficient onboarding and compliance process

Improve data quality and generate greater operational efficiencies

Generate significant time and cost savings

Digitalize and enhance the client experience

Ensure client lifecycle compliance.

THE BENEFITS

Self-Service

This allows our clients to digitalize regulatory systems along with enhancing the overall client experience throughout the process with Fenergo Solutions.

Provide a more consistent, digital experience across all customer-facing channels powered by a seamless, 360-degree view of each client.

Solve Regulatory Obligations

Ensure compliance with a wide range of global and regional AML, KYC and Tax regulations across the entire length of the client lifecycle.

RESOURCES

brochure

Self-Service Client Portal

Fenergo Self-Service Portal is a secure, cloud-based, multi lingual portal designed to automate, streamline and expedite the Regulatory Client Outreach process, significantly reducing the effort and time lag involved in collecting data and documentation from clients.

Blogs

Optimizing KYC Client Reviews For Efficiency & Control

Fenergo’s Client & KYC Remediation solution was implemented to help automate the KYC client review process and alleviate some of the stress placed on the process through streamlined compliance workflow process which allowed them to gain as much efficiencies and control over the KYC client review process.

We chose Fenergo to support regulatory onboarding across our Global Banking and Markets division. We wanted a solution that would support an efficient onboarding experience for all of our customers.

Nicola Ray Smith
Managing Director, Global Capital Markets Scotiabank

Our main ambition is to streamline the end-to-end client lifecycle management process – from onboarding to regulatory compliance to lifecycle reviews – for all of our jurisdictions and to standardize processes and procedures across different divisions. Fenergo will help us to achieve operational efficiencies and improve our customer experience, whilst maintaining the highest level of regulatory compliance across the globe

Emma Rey Gállego
Head of Customer Experience-Onboarding in CIB BBVA

We selected Fenergo’s Client Lifecycle Management software to enable us to manage the CDD / KYC processes from client onboarding to client off-boarding and all the KYC / CDD compliance and lifecycle events (periodic and event-driven reviews) that occur in between. A core part of our business transformation program will involve creating an internal centralized KYC target operating model that will help us to simultaneously improve the client experience and reduce the cost impact of the regulatory KYC activities. Fenergo is the technology platform that will underpin this initiative.